Using Sansan data with Salesforce

Here we will explain how Sansan data can be used with Salesforce. To connect the services, it is necessary to do the following two things first from the Salesforce side.If these are not set, it will come back as an error, so please do this in advance.

Please select the transferring method. Automatic transferring and manual transferring cannot be used at the same time, so please choose only one of these.

Automatic Transferring

Select "Automatic Transferring" .

The target can be set to either of these.

"Accounts" and "Contacts"

"Leads" (Only for Sales Cloud)

"Accounts" and "Contacts"

Choose the range of business cards to be sent. You can choose to send only business cards after a given date received or date registered (scanned).

Accounts

Set the fields of the business cards to be sent to Accounts.

Choose definition of "same account".

The company ID is the same

Based on the business card ID of Sansan and Salesforce, Sansan will decide whether to consider it the same company or not.

The account name is the same

Sansan will compare the company name.

The account name and the account site are the same

Sansan will compare the company name and department name.

Contacts

Set the fields of the business cards to be sent to Contacts.

Choose definition of "same contact".

The personal ID is the same

Based on the business card ID of Sansan and Salesforce, Sansan will decide whether to consider this the same person or not.

The account name, first name, and last name are all the same

Sansan will compare the company name, first name, and last name.

After the settings are complete, click on "Next".

"Leads" (only for Sales Cloud)

Choose the range of business cards to be sent. You can choose to send only business cards after a given date received or date registered (scanned).

Set the fields of the business cards to be sent to leads.

Choose definition of "same lead".

The personal ID is the same

Based on the business card ID of Sansan and Salesforce, Sansan will decide whether to consider this the same person or not.

The account name, first name, and last name are all the same

Sansan will compare the company name, first name, and last name.

After the settings are complete, click on "Next".

Manual Transferring

Select "Manual transferring"

The target can be set to either of these.

"Accounts" and "Contacts"

"Leads" (Only for Sales Cloud)

"Accounts" and "Contacts"

Choose the range of business cards to be sent. You can choose to send only business cards after a given date received or date registered (scanned).

Accounts

Set the fields of the business cards to be sent to Accounts.

Choose definition of "same account".

The company ID is the same

Based on the business card ID of Sansan and Salesforce, Sansan will decide whether to consider it the same company or not.

The account name is the same

Sansan will compare the company name.

The account name and the account site are the same

Sansan will compare the company name and department name.

Contacts

Set the fields of the business cards to be sent to Contacts.

Choose definition of "same contact".

The personal ID is the same

Based on the business card ID of Sansan and Salesforce, Sansan will decide whether to consider this the same person or not.

The account name, first name, and last name are all the same

Sansan will compare the company name, first name, and last name.

The email is the same

Sansan will compare the email1.

After the settings are complete, click on "Next".

"Leads" (only for Sales Cloud)

Choose the range of business cards to be sent. You can choose to send only business cards after a given date received or date registered (scanned).

Set the fields of the business cards to be sent to leads.

Choose definition of "same lead".

The personal ID is the same

Based on the business card ID of Sansan and Salesforce, Sansan will decide whether to consider this the same person or not.

The account name, first name, and last name are all the same

Sansan will compare the company name, first name, and last name.

The email is the same

Sansan will compare the email1.

After the settings are complete, click on "Next".

4. Starting and Stopping Sending

Choose the Salesforce account to be used to send a sample business card to, and then click on "Transfer Test". If it is successful, click on "Start Transfer".*Business card data will be sent gradually, not instantly.